THE TEDDY BALKIND CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE TEDDY BALKIND CHARITABLE FOUNDATION (EIN 87-4537086)
- Tax period
- 2022-01-06 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349108989
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:27:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-06 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874537086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Teddy Balkind Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TEDD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jonathan balkind | PersonNm |
| Person Title | Dir, Pres | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | jonathan | PersonFirstNm |
| Person Last | balkind | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $747,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $844,372 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $846,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $87,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $759,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $693,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $693,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $65,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,684 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $747,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $759,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $759,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $759,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $759,281 | ExcessRevenueOverExpensesAmt |
| Subtotal | $759,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $759,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,064 | GrossSalesPriceAmt |
| Cost Or Other Basis | $413 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,651 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,651 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $109 | SubtotalAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jonathan B Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Karey J Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Leslie B Balkind | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sara K Balkind Adler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Rand M Eyberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Denis M Manelski | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Peter McGeough | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Ken Walton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stanwich Club | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 North Street | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068312844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $57,464 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,668 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $466,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $22,560 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $87,296 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,560 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $87,296 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,736 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,736 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $21,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $43,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $43,236 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,697 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,380 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (51 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE ADAMS | ||||||||||||
| 1 | 564 Harbor Road | Southport | CT | 06890 | $5,000 | Yes (X) | ||||||
| American Endowment Foundation | ||||||||||||
| 2 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Dmitry Balyasny | ||||||||||||
| 3 | PO Box 1001 | Wilson | WY | 83014 | $65,000 | Yes (X) | ||||||
| AMBER BERRY | ||||||||||||
| 4 | 9 Cottontail Road | Cos Cob | CT | 06807 | $5,000 | Yes (X) | ||||||
| JUSTIN BORST | ||||||||||||
| 5 | 22 Oakwood Road | Allendale | NJ | 07401 | $21,000 | Yes (X) | ||||||
| Brian Bertonazzi | ||||||||||||
| 6 | 55 Walls Dr | Fairfield | CT | 06824 | $5,000 | Yes (X) | ||||||
| Buck and Leslie Balkind | ||||||||||||
| 7 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| PATRICK BURSEE | ||||||||||||
| 8 | 1 Hemlock Road | West Nyack | NY | 10994 | $5,000 | Yes (X) | ||||||
| Lisa CalyaniS | ||||||||||||
| 9 | 11 Bickford Lane | New Canaan | CT | 06840 | $5,000 | Yes (X) | ||||||
| Cowen and Company LLC | ||||||||||||
| 10 | c/o Controller 599 Lexington Ave | New York | NY | 10022 | $5,000 | Yes (X) | ||||||
| GERARD Cronin Jr | ||||||||||||
| 11 | 100 King Rail Drive Unit 215 | Lynnfield | MA | 01940 | $10,000 | Yes (X) | ||||||
| Danbury Thrashers LLC | ||||||||||||
| 12 | c/o Accounting 61 North Mountain R | Brookfield | CT | 06840 | $5,000 | Yes (X) | ||||||
| Delucia Family Foundation | ||||||||||||
| 13 | c/o Attn David Delucia 1 Runkenhag | Darien | CT | 06820 | $10,000 | Yes (X) | ||||||
| Denis Manelski | ||||||||||||
| 14 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Denise Stephens | ||||||||||||
| 15 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| WILL Deriso | ||||||||||||
| 16 | 10 Point O Woods Road S | Darien | CT | 06820 | $7,398 | Yes (X) | ||||||
| Dmitry Balyasny | ||||||||||||
| 17 | 55 Walls Dr | Fairfield | CT | 06824 | $20,000 | Yes (X) | ||||||
| ANONYMOUS DONOR | ||||||||||||
| 18 | 55 Walls Drive | Fairfield | CT | 06824 | $5,000 | Yes (X) | ||||||
| Dowling Partners Securities LLC | ||||||||||||
| 19 | c/o Denise Schaeffer 190 Farmingto | Farmington | CT | 06032 | $100,000 | Yes (X) | ||||||
| Evercore ISI | ||||||||||||
| 20 | c/o Finance Department 55 E 52nd S | New York | NY | 10055 | $10,000 | Yes (X) | ||||||
| CONOR FitzgeralD | ||||||||||||
| 21 | 133 West 28th street | New York | NY | 10001 | $10,000 | Yes (X) | ||||||
| MICHAEL Fredericks | ||||||||||||
| 22 | 81 Windrow Lane | New Canaan | CT | 06840 | $30,000 | Yes (X) | ||||||
| ERIC Haley | ||||||||||||
| 23 | 12 Birchwood Avenue | New Canaan | CT | 06840 | $10,000 | Yes (X) | ||||||
| TODD Halky | ||||||||||||
| 24 | 354 Greens Farm Road | Westport | CT | 06880 | $5,000 | Yes (X) | ||||||
| EDWARD Hyman | ||||||||||||
| 25 | 10 Gracie Square Apt 9H | New York | NY | 10028 | $20,000 | Yes (X) | ||||||
| CARYN U Jacoby | ||||||||||||
| 26 | 201 COGNEWAUGH ROAD | COS COB | CT | 068071505 | $5,220 | Yes (X) | ||||||
| RICHARD J Jacoby | ||||||||||||
| 27 | 201 COGNEWAUGH ROAD | COS COB | CT | 068071505 | $6,025 | Yes (X) | ||||||
| James Buccola | ||||||||||||
| 28 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Jeffrey Morgan | ||||||||||||
| 29 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Jonathan Liebergall | ||||||||||||
| 30 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| KEVIN AND CONSTANZE SHERIDAN | ||||||||||||
| 31 | 807 Weed Street | New Canaan | CT | 06840 | $5,000 | Yes (X) | ||||||
| CONNOR Koropatnicki | ||||||||||||
| 32 | $5,580 | Yes (X) | 282 DUNDONALD AVE | HAMILTON | ONTARIO | CA | L8K5B1 | |||||
| MICHAEL Kramer | ||||||||||||
| 33 | 721 N Wilton Road | New Canaan | CT | 068402420 | $10,000 | Yes (X) | ||||||
| Mark DeFranco | ||||||||||||
| 34 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Michael Fredericks | ||||||||||||
| 35 | 55 Walls Dr | Fairfield | CT | 06824 | $20,000 | Yes (X) | ||||||
| Peter McGeough | ||||||||||||
| 36 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Peter Ozzimo | ||||||||||||
| 37 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Peter Savitz Foundation | ||||||||||||
| 38 | c/o Peter Savitz Trustee 50 Perki | Greenwich | CT | 06830 | $10,000 | Yes (X) | ||||||
| Rand Eyberg | ||||||||||||
| 39 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Robert Castrignano | ||||||||||||
| 40 | 55 Walls Dr | Fairfield | CT | 06824 | $5,000 | Yes (X) | ||||||
| DOMINICK Ruggiero | ||||||||||||
| 41 | 75 Forest Ave | New Rochelle | NY | 10804 | $5,000 | Yes (X) | ||||||
| JEFF Runnfeldt | ||||||||||||
| 42 | 818 Hot Springs Road | Montecito | CA | 93108 | $5,000 | Yes (X) | ||||||
| JON Santemma | ||||||||||||
| 43 | 333 West End Ave APT 14A | New York | NY | 10023 | $10,000 | Yes (X) | ||||||
| LEONARD Savage | ||||||||||||
| 44 | 850 Pacific Street Apt 1906 | Stamford | CT | 06902 | $5,000 | Yes (X) | ||||||
| STEPHEN Schurr | ||||||||||||
| 45 | 20 West 53rd Street Apt 21A | New York | NY | 10019 | $5,000 | Yes (X) | ||||||
| THOMAS Stephens | ||||||||||||
| 46 | 2205 Prospect Avenue | Spring Lake | NJ | 07762 | $51,456 | Yes (X) | ||||||
| ANIL Stevens | ||||||||||||
| 47 | 1965 Broadway | New York | NY | 10023 | $5,000 | Yes (X) | ||||||
| Terry Maltese | ||||||||||||
| 48 | 55 Walls Dr | Fairfield | CT | 06824 | $10,000 | Yes (X) | ||||||
| Thomas A Sapio | ||||||||||||
| 49 | 55 Walls Dr | Fairfield | CT | 06824 | $9,990 | Yes (X) | ||||||
| Tom Omalley | ||||||||||||
| 50 | 55 Walls Dr | Walls Dr | CT | 06824 | $10,000 | Yes (X) | ||||||
| MICHAEL Whittier | ||||||||||||
| 51 | 15 Chapel Road | North Hampton | NH | 03862 | $5,000 | Yes (X) | ||||||
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 16 | MORGAN STANLEY MS, 80 sh. | $7,398 | 2022-03-24 |
| 26 | APPLE INC AAPL, 30 sh. | $5,220 | 2022-03-25 |
| 27 | MICROSOFT CORP MSFT, 20 sh. | $6,025 | 2022-03-24 |
| 46 | KKR & CO INC KKR, 910 sh. | $51,456 | 2022-04-11 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XII, Line 7 (990-PF) | IdentifierTxt |
| Form And Line Reference | Part XII, Line 7 (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | The Teddy Balkind Charitable Foundation (the "Foundation") received grants totaling $21,500 in the taxable year ending December 31, 2022 from Yvonne and Leslie Pollack Foundation, Mathis-Pfohl Foundation, High Five Foundation, Delucia Family Foundation, and The Peter Savitz Foundation, each private non-operating foundations. As reported in Part XII, Line 7, the Foundation is treating $21,500 of its 2022 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). Additionally, as required, the Foundation has no remaining undistributed income for 2022. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $5,220 | $3,898 |
| KKR & CO INC | $51,456 | $42,242 |
| MORGAN STANLEY | $7,398 | $6,802 |
| THE BLACKSTONE GROUP INC CL A | $1,234 | $742 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,826 | $5,826 | |
| Administrative Set-Up Fee | $4,400 | $4,400 | |
| Bank Charges | $175 | $175 | |
| Delaware Incorporation Fees | $500 | $500 | |
| Fundraising Event | $57,464 | $57,464 | |
| IRS Application Fees | $600 | $600 | |
| PAYPAL AND STRIPE FEES | $18,506 | $18,506 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Dmitry Balyasny | |||
| PO Box 1001 | Wilson | WY | 83014 |
| JUSTIN BORST | |||
| 22 Oakwood Road | Allendale | NJ | 07401 |
| Dowling Partners Securities LLC | |||
| c/o Denise Schaeffer 190 Farmingto | Farmington | CT | 06032 |
| MICHAEL Fredericks | |||
| 81 Windrow Lane | New Canaan | CT | 06840 |
| EDWARD Hyman | |||
| 10 Gracie Square Apt 9H | New York | NY | 10028 |
| THOMAS Stephens | |||
| 2205 Prospect Avenue | Spring Lake | NJ | 07762 |